Skip navigation

Stephen and Kevin Show Episode 35: Behavioral Finance with Dr. Daniel Crosby

Recent research has shown that financial advisors do more than portfolio construction and wealth management. The best advisors coach their clients and help them stick to a disciplined investment process.  In Episode 35, Dr. Daniel Crosby, a behavioral finance expert, shares his laws of wealth and provides practice advice you can immediately implement with clients. 

Have a question for the show? Use #AskStephenAndKevin on Twitter or Instagram. 

Click here to subscribe to our YouTube channel.

Listen to the podcast.


Stephen Boswell and Kevin Nichols are coaches with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.